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Portfolio Manager Commentary

 

by Brian G. McCoy, CFA, on October 16, 2024

Performance Attribution As with much of the year so far, investors were fixated during the quarter on two interrelated issues. First, when and by how much the Federal Reserve would …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on October 16, 2024

Performance Attribution During the second quarter, markets continued to evaluate evidence that suggests higher interest rates may finally be taking effect as data indicated economic growth continued albeit at a …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on April 15, 2024

Performance Attribution The first quarter of 2024 extended equity market gains as the U.S. major indices posted positive returns. As the quarter began, investors seemed to anticipate a moderately expanding …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on October 23, 2023

Performance Attribution After two consecutive quarters of solid returns, markets retreated modestly in the latest three-month period as inflation and higher interest rates reset investor perceptions around stock and bond …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on July 23, 2023

In the second quarter, equity markets were supported by economic data which continued to indicate a resilient domestic economy despite a historic rise in interest rates driven by the Federal …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on April 01, 2023

During the first few weeks of the new year, equity markets rallied as economic data continued to be relatively strong, particularly employment, and corporate results generally remained positive. By the …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on January 02, 2023

The close of 2022 could not come fast enough for those of us in the investment profession. The reasons for market declines have been thoroughly covered across all forms of …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on October 02, 2022

The macro backdrop has not changed much for investors over the past quarter. Heightened volatility continued to rule the day across all asset classes as inflationary pressures, supply chain challenges, …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on July 02, 2022

As we cross the mid-point of the year, investors have endured broad asset class volatility, wrestling with the effects of a combination of factors not seen in decades. Long dormant, …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on April 03, 2022

Only a few short months into 2022, volatility has fulfilled, so far, our “challenging but ultimately positive” outlook for the year from our previous commentary at the end of last …

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Topics:Small Companies Comments

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